DocRecord
Intelligent Data Capture
Automatically recognizes document types from a wide range of sources/inputs and performs extensive data extraction and validation including detailed line-item data. Includes 'Click Indexing' which enables users to simply "mouse-over" any text on the page and add value to set of extracted data. Includes numerous data correction and validation features. Automatically translates extracted data into over 60 different languages.
Sage - Automated Data Entry
Automatically and accurately enter both data captured from documents as well as the documents directly into Sage. Automated data entry is both instant and eliminates entry errors. Data and document capture and Sage entry is fully customizable to match specific customer and account requirements. DocRecord's integration, based on REST API, enables bidirectional communication facilitating easy creation and updating of data and documents in the Sage environment.
Extensive Workflow Capabilities
DocRecord has comprehensive work and business process automation capabilities that enable custom, complex conditional-test workflows. These automated work and business processes lower operational costs, reduces errors, and improves both workforce efficiencies and customer satisfaction. These extensive automation and workflow capabilities can be designed for your whole organization.
Review-and-Approve Workflow
Custom workflows also allow multi-person approvals, conditional approve-reject tests, eSigning, commenting, redirections, value-based (such as invoice amount) tests with conditional routing, and much more. Review-and-Approve workflows also accommodate required response times and out-of-office employees.
eForms, Web Forms & eSign
Intelligent eForms substantially transform and improve manual processing tasks. eForms with workflow automation can include multilevel review-and-approve conditions, conditional logic, database lookups, eSigning, dynamic image addition, collaboration and commenting, status tracking, timing triggers, escalations, robotic process automation (RPA) capabilities, and much more.
Content Management
Extensive document and content management features include: Customized rules for dynamic folder creation, audit trails, check-in and check-out, version control, document previews, advanced document searches, document annotations, retention policies, and alerts based upon defined document activities. Easy user set up includes folders, user roles, accounts, security, and much more.
RPA & ETL
RPA and ETL power advanced workflow capabilities allowing everyone in your organization to get more done in less time. Robotic process automation (RPA) enable workflows that eliminate a wide range of repetitiave and manual data and document processing. Extract-Transform-Load (ETL) capabilities enable essential dynamic and comprehensive document manipulations, conversions, corrections and transforms.
Network Folder Management
Easily and quickly eliminate existing network folders within your organization by subsuming them into DocRecord - complete with their existing folder structure. DocRecord provides the audit trails, version control, document retention policies, user access restrictions, and security not available in network folders.
Similar Apps
BillBjorn
Lightning fast automated data entry into Sage Accounting
BillBjorn
Clarity
Clarity helps Sage accountants, bookkeepers & advisors to introduce and/or scale business advisory services using your client's Sage Accounting data. Clarity is a systemised business strategy & goal setting tool that enables business owners to understand and improve their numbers and create a clear strategic plan to build their ideal business.
Clarity
Credit Hound for Sage 50
Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks. PayThem
Credit Hound for Sage 50
HireHop Equipment Rental Software
Affordable & powerful equipment rental software for rental companies. Manage inventory, jobs and clients with the world's best rental business software.
HireHop Equipment Rental Software
Joiin
Consolidated financial reporting made easy with Joiin - manage your multi-entity and multi-currency group consolidations, creating great looking custom reports and management reporting packs from your Sage financial data.
Joiin
Paperless Software
PaperLess is becoming the Top Choice of Sage users to automate Document Management Processes and Invoice Processing routines by bringing together Automatic Invoice Recognition, Automatic Matching and Closing of POs, Online Invoice Approval together with Full Automation of Emailed Invoices.
Paperless Software
Realisable IMan
IMan is an integration platform that seamlessly connects almost any application to your Sage system, whether in e-commerce, logistics, distribution or payment processing. <p>IMan's smart connectors include Magento, Shopify, WooCommerce, Concur, Salesforce, BigCommerce, VisualSoft, ShipHero, ShipEngine, ShipStation, Sage Pay, Opayo, PayPal, CyberSource, Amazon, cDiscount, Ebay, Jet, Lazada, Shopee, Walmart, Microsoft Office, Excel, CSV, XML, JSON and more. Ideal for industries of e-commerce, marketplace, logistics, distribution, shipping, payment processors.</p>
Realisable IMan
Spindle Document Distribution
With just one click, Spindle Document Distribution sends documents to multiple locations by email, fax and print. It stores them for easy access, freeing up your time and saving your business money. PayThem
Spindle Document Distribution
Swoop Funding for Advisors
As accountants and advisors are called on to help their clients grow - Swoop will work with you to discover the right funding solutions across debt, equity and grants, identify and easily make savings, making you indispensable to your clients.
Swoop Funding for Advisors
X3CloudDocs
Automate the Accounts Payable invoice process with X3CloudDocs. Designed specifically for Sage X3 by expert Sage X3 developers.
